If there is one thing which I really missed out on and regret about my PhD, it is that I was unable to truly collaborate with the other members of the perissodactyl research group within the FunMorph Lab. My PhD supervisor, dr. Sandra Nauwelaerts, was (and remains) an expert in equine locomotion and biomechanics. Sandra’s other student, dr. Mariëlle Kaashoek, wrote her PhD on the joint kinematics of equids, with some overlap which included tapirs but nothing which could really be called an “opportunity ” for genuine collaboration. And Sandra’s promoter (and now my post-doctoral supervisor) Professor dr. Peter Aerts, who is a world renowned biomechanist and functional morphologist, was involved in my project whenever we needed biomechanical clarification and insight, but essentially allowed Sandra to supervise me autonomously. It all worked – there was no need to rock the boat – but on seeing the interplay and collaboration between other members of the FunMorph lab (the “lizard people” as most of them are affectionately called [by me and others]), I couldn’t help but think on what might have been…
And so, it is with great pride and enjoyment that I can announce that the collaboration woes have been vanquished! Throughout the rather disappointing years of 2020-2021 (virus, masks, no colleagues, no holidays, etc.), we have been working on a book chapter for a volume on equids published by Springer, covering their ecology, evolution, behaviour, human interactions – essentially everything there is to know about equids! Here we can give you all a sneak peek at our book chapter: Evolution of the Equid Limb.
Anyone who knows anything about horse evolution will have come across the “Marsh Series” at some point. They may not have recognised it as such, and perhaps it was not specifically called that, but it will be there in a lot of Biology textbooks for 1st year undergraduates. It was in mine for sure! For me, there is a lot to like about the Marsh series – yes, it is phylogenetically inaccurate in the face of modern cladistic scrutiny; yes, it is a painfully simplistic version of a much more intricate and divergent locomotor transition; but at its heart, no – it’s not actually anatomically inaccurate! Horses (or as I will now more accurately refer to them, equids) underwent an anatomical transition from possessing four toes on their front limbs (as modern tapirs do – yay, tapirs!), through various stages of digit reduction and limb musculoskeletal specialisation throughout the majority of the Cenozoic, with the remaining equids surviving today (all in the genus Equus) possessing a monodactyl (one-toed) foot on both fore- and hind limbs. Now, there are a number of things to factor in here before we delve into how our book chapter deals with this evolutionary transition.
Thing No.1: modern equids are monodactyl, and their genus (Equus) has been around for around 4 million years (Ma). There were also other monodactyl species of equid before Equus (and alongside them) for many millions of years – so Equus was not the first genus to become functionally monodactyl on all four feet. Frankly, equids themselves are not even first mammals to do so – that title goes to the proterotheriids, a group of South American Native Ungulates (SANUs), who achieved this feat in the early Miocene (~20Ma). Anyway, the point is that modern Equus species like donkeys and zebras are the survivors of a monodactyl legacy twice as ancient as hominid bipedalism (i.e. they had one toe before we were walking upright!), and at the end of the day they are not unique in having a single functional toe on each foot.
Thing No.2: Of all the genera of equids that have ever existed, over 80% of those currently described were tridactyl – that is to say, that 4 out of 5 equids that have ever existed had three toes on each foot, not one. Yes – it is the monodactyl equids (and the modern horse most especially) who are the evolutionary oddballs!
And finally, Thing No.3: we did not write our chapter on the evolution of the equid limb to demonstrate that any one group of equids are better or more successful than any others…in fact our base assumption is that through the millennia, equids have been well adapted for their respective habitats and locomotor needs – if you think about it, if they had not been well adapted then (by the rules of Darwinian evolution) the “fittest” they would not have been, and “survived” they would have not! With this key notion in mind – i.e. that equids have never truly been maladapted for their environment – I will endeavour to break down our major argument for the evolution of monodactyly in equids (and, come to think of it, the evolution of monodactyly in any group). We call it the Equal Strength Synthesis, and I will now explain why.
Without delving too much into the physics of movement, here is a brief summary of what you need to know to follow our concept. I use the term ‘concept’ quite deliberately – we base our argument on an idealised condition to make things a bit easier to follow. All the logic behind our synthesis can be found in the chapter (link here), and is rooted in well established biomechanical theory. We use a working example of a “monodactyl Mesohippus” to demonstrate the benefits for an organism (under certain selective pressures) to reduce their number of toes and, in the case of equids, become monodactyl.
Our concept is very much an update and synthesis of two well-established ideas surrounding horse limb evolution: the Body Mass Thesis and the Locomotor Efficiency Thesis. Broadly speaking, the Body Mass Thesis dictates that a single cylindrical limb bone (e.g. a metapodial) of mass X will be stronger than two or more limb bones of total mass also X. Essentially, having one single metapodial makes the distal limb stronger in compression during loading (e.g. while walking, running or jumping). The Locomotor Efficiency Thesis suggests that the reduction of the distal limb mass (by reducing the limb to a single digit) and the adoption of a highly efficient elastic recoil mechanism (the “spring-foot” apparatus) combined to enable horses to move around at low and medium speeds with high energetic efficiency. Our Equal Strength Synthesis posits that horses have always been strong enough to support their limbs during performance locomotion (e.g. running to evade predators, jumping over obstacles etc.) – so our calculations start off by assuming a STRENGTH of X, rather than a MASS of X.
When the calculations pan out, our simplified single distal limb bone with equal strength as the combined strength of three distal limb bones turned out to have ~30% less mass while maintaining the same length and safety factor! That 30% reduction in mass would significantly benefit the efficiency of locomotion by reducing distal inertia, but also would enable the animal to elongate the limb bone to increase stride length and still be just as strong in compression (though less resistant to bending – there always remains a tradeoff). As a result, our Equal Strength Synthesis represents a biomechanically rooted solution which may explain how equids were able to remain so very successful through such a radical morphological transition. Rather than living on the “edge of failure”, tridactyl equids moved around their respective ecosystems with limb morphologies which had been selected for maximum strength while expending minimal energy during both ordinary and performance locomotion.
With changing ecosystems and associated shifts in diet, body size and ranging behaviour, the strength requirements for the distal limb of equids also shifted, and a single digit became more favourable. The mesaxonic limb of perissodactyls (including horses) made this extreme digit reduction possible – that’s one reason why we don’t see monodactyl members of non-mesaxonic ungulate groups such as giraffes, antelopes or deer today! That said, the same equal strength synthesis concept applies to a multitude of animal groups, including (but not limited to) artiodactyls, notoungulates, macropods, and even ratites! We hope our strength-based approach will prompt discussion and promote greater understanding of digit reduction through time in multiple groups, including iconic taxa such as horses.
The book we contributed to “The Equids: A Suite of Splendid Species” is available now from Springer Nature Fascinating Life Sciences series. Our chapter is Chapter 13: “Evolution of the Equid Limb“. We hope you all find it interesting, and don’t forget to check out all the other great work done in this must-read volume on horses, their relatives, their biology and their evolution.